Mary Jones on November 7, 2026 8:59 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Hernandez on November 7, 2026 8:59 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Moore on November 7, 2026 9:01 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Isabella Hernandez on November 7, 2026 9:02 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella Taylor on November 7, 2026 9:02 am If AISC keeps dropping, this becomes investable for me. Reply
Elijah Martinez on November 7, 2026 9:02 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas Rodriguez on November 7, 2026 9:03 am Uranium names keep pushing higher—supply still tight into 2026. Reply
William Taylor on November 7, 2026 9:04 am I like the balance sheet here—less leverage than peers. Reply
Mary U. Smith on November 7, 2026 9:05 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Lopez on November 7, 2026 9:05 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
James I. Hernandez on November 7, 2026 9:07 am I like the balance sheet here—less leverage than peers. Reply
Patricia Lee on November 7, 2026 9:09 am Silver leverage is strong here; beta cuts both ways though. Reply
Liam Thompson on November 7, 2026 9:10 am Silver leverage is strong here; beta cuts both ways though. Reply
Elizabeth O. Brown on November 7, 2026 9:11 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Johnson on November 7, 2026 9:11 am Silver leverage is strong here; beta cuts both ways though. Reply
Mary Hernandez on November 7, 2026 9:12 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Emma Lee on November 7, 2026 9:12 am Exploration results look promising, but permitting will be the key risk. Reply
Amelia Garcia on November 7, 2026 9:12 am Silver leverage is strong here; beta cuts both ways though. Reply
Elizabeth Hernandez on November 7, 2026 9:13 am Nice to see insider buying—usually a good signal in this space. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
39 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.